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Interact with SignWell API for documents, templates, and webhook triggers

Actions12

Template → Update

AI-generated

Overview

This node operation updates an existing template in the SignWell system. It allows users to modify the template's name, replace the template document with new base64 encoded file data, and update the file name. Additionally, it supports a test mode to perform updates in a non-production environment. This operation is useful for maintaining and revising document templates used for signing processes, ensuring that templates remain current and accurate.

Use Case Examples

  1. Updating the name of a contract template to reflect a new version.
  2. Replacing the document file of a template with an updated PDF file encoded in base64.
  3. Changing the file name of a template document to a more descriptive or standardized format.

Properties

Name Meaning
Template ID The ID of the template to update, used to identify which template to modify.
Update Fields A collection of fields to update on the template, including the template name, file data (base64 encoded), and file name.
Test Mode Whether to update the template in test mode, allowing changes to be tested without affecting production data.

Output

JSON

  • id - The unique identifier of the updated template.
  • name - The updated name of the template.
  • file - The base64 encoded content of the updated template document.
  • filename - The updated file name of the template document.
  • test_mode - Indicates if the template was updated in test mode.

Dependencies

  • SignWell API key credential

Troubleshooting

  • Ensure the Template ID is correct and corresponds to an existing template; otherwise, the update will fail with a not found error.
  • Verify that the base64 encoded file data is correctly formatted and represents a valid document file to avoid upload errors.
  • If the node throws authentication errors, check that the SignWell API key credential is valid and has the necessary permissions.
  • When using test mode, confirm that the environment supports test mode operations to prevent unexpected failures.

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